Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Athena Investment Management (CIK 1921093) reported $168.7M across 132 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHX ($28.8M, 17.10%), SCHA ($9.0M, 5.34%), SCHF ($8.1M, 4.79%), JPM ($6.2M, 3.68%), INTC ($4.4M, 2.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab U.S. Large-Cap ETF | $28.8M | 17.10% | 979,866 | Trimmed |
| 2 | SCHA | Schwab U.S. Small-Cap ETF | $9.0M | 5.34% | 249,377 | Trimmed |
| 3 | SCHF | Schwab International Equity ETF | $8.1M | 4.79% | 291,526 | Trimmed |
| 4 | JPM | JP Morgan Chase & Co. | $6.2M | 3.68% | 18,980 | Trimmed |
| 5 | INTC | Intel Corp | $4.4M | 2.59% | 31,232 | Trimmed |
| 6 | UNH | UnitedHealth Group Inc. | $4.1M | 2.46% | 9,963 | Trimmed |
| 7 | SCHG | Schwab U.S. Large-Cap Growth ETF | $4.0M | 2.39% | 119,086 | Trimmed |
| 8 | MSFT | Microsoft Corp | $3.7M | 2.18% | 9,851 | Trimmed |
| 9 | AAPL | Apple Inc. | $3.1M | 1.83% | 10,693 | Trimmed |
| 10 | VV | Vanguard Large Cap ETF | $2.6M | 1.57% | 7,699 | Trimmed |
| 11 | AVGO | Broadcom Inc. | $2.5M | 1.51% | 6,731 | Trimmed |
| 12 | IWM | iShares Russell 2000 Index | $2.5M | 1.48% | 8,321 | Trimmed |
| 13 | SCHM | Schwab U.S. Mid-Cap ETF | $2.5M | 1.46% | 67,000 | Trimmed |
| 14 | RTX | RTX Corp. | $2.5M | 1.45% | 12,931 | Trimmed |
| 15 | GE | GE Aerospace | $2.3M | 1.36% | 6,137 | Trimmed |
| 16 | ABBV | AbbVie Inc. | $2.3M | 1.35% | 9,063 | Trimmed |
| 17 | VUG | Vanguard Growth ETF | $2.0M | 1.20% | 23,450 | Added |
| 18 | VEA | Vanguard FTSE Developed Markets ETF | $2.0M | 1.18% | 27,896 | Added |
| 19 | HD | Home Depot | $1.9M | 1.13% | 5,388 | Trimmed |
| 20 | XLK | Technology Select Sector SPDR ETF | $1.8M | 1.08% | 9,520 | Added |
| 21 | AFL | Aflac Inc | $1.7M | 1.03% | 14,811 | Trimmed |
| 22 | EFA | IShares MSCI EAFE Index | $1.7M | 1.01% | 16,414 | Trimmed |
| 23 | PEP | Pepsico Inc. | $1.6M | 0.97% | 12,117 | Trimmed |
| 24 | IVV | iShares S&P 500 Index | $1.6M | 0.97% | 2,180 | Trimmed |
| 25 | AMAT | Applied Materials | $1.6M | 0.96% | 2,236 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30